Phase 1 should include the ability to Drag & Drop one or more files onto a record detail page.
- View, Edit, Search, etc. req. are still required for the object level.
- *All Objects in the BRD are requested.
- ASSUMPTION: Notes & Attachments will remain (TBD if we will restrict new); no data migration. This is pending confirmation
Need to confirm if we will pilot a small set of users or go live with the limited functionality for all users.
Solicit Feedback and Manage Defects from phase 1. Any enhancements should be considered for the next available release.
Next phase of Drag & Drop should introduce File Folders (Goal is to be inline with SFDC Product Road map).
*Note: If scope is manageable, General File Drag & Drop would be requested; consideration of when chatter is enabled is needed.
Phase 2 should extend drag & drop functionality to a general location where users will have team folders. Sharing/Visibility, View, Edit, Search, etc. req. are still required.
Phase should include some functionality to allow users to tag/flag files with keyword or categories. This may dependent on the solution used to store the files.
Enable the native SFDC files sync functionality. Note: This is not in the original BRD.
Enablement of Chatter will introduce the Files Tab to end users; this feature may met all/some of the general drag & drop files requirements.
*This should align with SFDC Road map to migrate Notes & Attachments to the standardized Content solution.